Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.
Responsible investing
Who governs access? GLP-1 medicines and the new stewardship challenge
Healthcare delivery is becoming more consumerised, blurring traditional lines of responsibility between manufacturers, clinicians and healthcare systems. As new access models emerge, investors are increasingly... 
Quarterly engagement report: Q2 2026
Our Q2 2026 engagement report provides updates on engagement and voting across environmental, social and governance topics. 
The time horizon dilemma
The tensions in time horizons between different market participants may mean that energy transition risks and opportunities get overlooked - climate scenarios can help resolve... 
Clean power: A market in transition
Clean power infrastructure has moved beyond simply “build more renewables”. The sector is now driven by a more complex interaction where dispersion is rising by... 
Japan's corporate governance reforms: Stronger coordination, but must support accountability and investor voice
Recently, Investment Stewardship finalised input on three major Japanese reform initiatives: Tokyo Stock Exchange (TSE) Listing Rules changes on minority shareholder protection, revisions to the... 
Our voting intentions for 2026
Our voting intentions at the following shareholder meetings: BP, Edinburgh Worldwide Investment Trust, Deere & Company, Korean Corporate Governance reform Meeting 
Measuring what matters: Looking beyond the numbers
In assessing energy transition risk in banks, what’s easiest to measure isn’t always what matters most. Aggregate fossil fuel financing is often used as a... 
Measuring what matters
In the energy transition, what’s easiest to measure isn’t always what matters most. While simple metrics offer clarity, relying on a single number to assess... 
A new model in Minnesota: Google and Xcel Energy’s utility partnership model for affordable hyperscale load
Hyperscale data centres are a major driving factor behind load growth in the US electricity grid. The resources built to meet that load and the... 
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